Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value ($000): $532,255 (100.0% shares, 0.0% debt)

Holdings (366)

VTI VANGUARD INDEX FDS TOTAL STK MKT 13.3%
Value ($000) $70,739 Shares 292,988 Est. Cost $122.16 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 6.8%
Value ($000) $36,269 Shares 591,862 Est. Cost $50.31 Unrealized
ICSH ISHARES TR ULTR SH TRM BD 6.0%
Value ($000) $31,904 Shares 633,150 Est. Cost $50.51 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 4.8%
Value ($000) $25,803 Shares 405,895 Est. Cost $52.72 Unrealized
VUSB VANGUARD BD INDEX FDS 4.5%
Value ($000) $24,021 Shares 480,895 Est. Cost $50.13 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 4.2%
Value ($000) $22,453 Shares 198,679 Est. Cost $56.68 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 4.0%
Value ($000) $21,416 Shares 428,752 Est. Cost $50.17 Unrealized
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $21,264 Shares 44,771 Est. Cost $210.62 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.8%
Value ($000) $20,198 Shares 116,168 Est. Cost $41.82 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 3.7%
Value ($000) $19,889 Shares 154,033 Est. Cost $102.35 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 3.3%
Value ($000) $17,406 Shares 340,901 Est. Cost $41.29 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.1%
Value ($000) $16,402 Shares 53,672 Est. Cost $98.91 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 3.1%
Value ($000) $16,307 Shares 145,458 Est. Cost $82.17 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 3.0%
Value ($000) $15,767 Shares 135,912 Est. Cost $77.97 Unrealized
VTIP VANGUARD MALVERN FDS 2.9%
Value ($000) $15,375 Shares 299,126 Est. Cost $49.40 Unrealized
VIGI VANGUARD WHITEHALL FDS INC 2.2%
Value ($000) $11,631 Shares 136,163 Est. Cost $77.23 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.0%
Value ($000) $10,801 Shares 38,923 Est. Cost $123.70 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 2.0%
Value ($000) $10,555 Shares 47,754 Est. Cost $185.08 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.9%
Value ($000) $9,849 Shares 92,064 Est. Cost $63.95 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 1.8%
Value ($000) $9,544 Shares 192,966 Est. Cost $41.23 Unrealized
OEF ISHARES TR S&P 100 ETF 1.7%
Value ($000) $8,798 Shares 40,150 Est. Cost $94.71 Unrealized
TJX TJX COS INC NEW 1.4%
Value ($000) $7,602 Shares 100,130 Est. Cost $48.67 Unrealized +34.1%
IEFA ISHARES TR CORE MSCI EAFE 1.2%
Value ($000) $6,133 Shares 82,162 Est. Cost $55.89 Unrealized
IWB ISHARES TR RUS 1000 ETF 1.0%
Value ($000) $5,132 Shares 19,407 Est. Cost $136.01 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.8%
Value ($000) $4,121 Shares 106,019 Est. Cost $28.95 Unrealized
BXMT BLACKSTONE MTG TR INC 0.7%
Value ($000) $3,779 Shares 123,422 Est. Cost $30.35 Unrealized
KREF KKR REAL ESTATE FIN TR INC 0.7%
Value ($000) $3,706 Shares 177,914 Est. Cost $20.83 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT 0.6%
Value ($000) $2,955 Shares 16,157 Est. Cost $154.31 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $2,661 Shares 37,513 Est. Cost $48.17 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.5%
Value ($000) $2,573 Shares 32,699 Est. Cost $64.12 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.5%
Value ($000) $2,521 Shares 85,103 Est. Cost $23.07 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $2,494 Shares 11,036 Est. Cost $143.09 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.4%
Value ($000) $2,328 Shares 5,332 Est. Cost $236.02 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,255 Shares 6,706 Est. Cost $98.02 Unrealized +219.7%
IEMG ISHARES INC CORE MSCI EMKT 0.4%
Value ($000) $2,143 Shares 35,806 Est. Cost $44.53 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,908 Shares 10,746 Est. Cost $87.03 Unrealized +77.8%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,724 Shares 3,614 Est. Cost $264.77 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value ($000) $1,714 Shares 10,945 Est. Cost $92.55 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 0.3%
Value ($000) $1,630 Shares 32,297 Est. Cost $50.47 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.3%
Value ($000) $1,350 Shares 16,327 Est. Cost $63.99 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.2%
Value ($000) $1,253 Shares 8,895 Est. Cost $73.34 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.2%
Value ($000) $1,188 Shares 11,701 Est. Cost $101.70 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,028 Shares 17,415 Est. Cost $27.65 Unrealized +45.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $973 Shares 3,631 Est. Cost $146.92 Unrealized +56.3%
SPTM SPDR SER TR PORTFOLI S&P1500 0.2%
Value ($000) $962 Shares 16,458 Est. Cost $52.17 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $906 Shares 2,277 Est. Cost $216.49 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $840 Shares 5,030 Est. Cost $78.84 Unrealized +91.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $832 Shares 6,224 Est. Cost $98.40 Unrealized +8.2%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.2%
Value ($000) $822 Shares 10,662 Est. Cost $49.29 Unrealized
MMM 3M CO 0.1%
Value ($000) $786 Shares 4,424 Est. Cost $106.81 Unrealized +19.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $735 Shares 3,431 Est. Cost $68.44 Unrealized +146.3%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $686 Shares 14,045 Est. Cost $37.70 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $679 Shares 4,046 Est. Cost $111.48 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $654 Shares 5,712 Est. Cost $71.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $633 Shares 12,188 Est. Cost $38.14 Unrealized +5.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $614 Shares 184 Est. Cost $86.47 Unrealized +97.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $605 Shares 6,476 Est. Cost $77.35 Unrealized 0.0%
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $544 Shares 53,998 Est. Cost $7.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $515 Shares 994 Est. Cost $323.52 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $498 Shares 172 Est. Cost $84.96 Unrealized +68.9%
MEAR ISHARES US ETF TR SHT MAT MUN 0.1%
Value ($000) $478 Shares 9,543 Est. Cost $50.10 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $464 Shares 4,419 Est. Cost $67.99 Unrealized +26.9%
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $448 Shares 5,864 Est. Cost $75.73 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $443 Shares 5,296 Est. Cost $76.38 Unrealized
IWR ISHARES RUS MID CAP 0.1%
Value ($000) $437 Shares 5,262 Est. Cost $51.58 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $424 Shares 1,022 Est. Cost $120.79 Unrealized +184.2%
MRK MERCK & CO INC 0.1%
Value ($000) $386 Shares 5,043 Est. Cost $56.77 Unrealized +23.1%
PDBC INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 0.1%
Value ($000) $381 Shares 27,118 Est. Cost $14.05 Unrealized
VSS VANGUARD INTL EQUITY INDEX 0.1%
Value ($000) $369 Shares 2,755 Est. Cost $136.48 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $366 Shares 2,000 Est. Cost $146.06 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $358 Shares 6,800 Est. Cost $33.13 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $340 Shares 3,900 Est. Cost $45.49 Unrealized +95.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $337 Shares 5,508 Est. Cost $47.73 Unrealized +12.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $330 Shares 3,200 Est. Cost $61.82 Unrealized +30.2%
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value ($000) $308 Shares 16,000 Est. Cost $16.19 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.1%
Value ($000) $304 Shares 1,193 Est. Cost $179.97 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $300 Shares 1,769 Est. Cost $137.94 Unrealized +13.6%
ACWX ISHARES TR MSCI ACWI EX US 0.1%
Value ($000) $290 Shares 5,223 Est. Cost $41.08 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $285 Shares 4,497 Est. Cost $34.54 Unrealized +46.1%
ISHARES IBONDS DEC25 0.1%
Value ($000) $280 Shares 10,584 Est. Cost $23.62 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $279 Shares 1,630 Est. Cost $145.09 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $270 Shares 1,704 Est. Cost $115.17 Unrealized +28.4%
ISHARES TR IBONDS DEC24 0.1%
Value ($000) $270 Shares 10,406 Est. Cost $23.96 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $268 Shares 1,640 Est. Cost $103.04 Unrealized +30.2%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $264 Shares 1,376 Est. Cost $162.90 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.0%
Value ($000) $263 Shares 10,105 Est. Cost $25.19 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $260 Shares 9,779 Est. Cost $26.68 Unrealized
IBDT FLEXSHARES TR IBDS DEC28 ETF 0.0%
Value ($000) $257 Shares 9,096 Est. Cost $28.80 Unrealized
ISHARES TR IBONDS DEC 2023 0.0%
Value ($000) $254 Shares 9,898 Est. Cost $25.06 Unrealized
ISHARES TR 0.0%
Value ($000) $250 Shares 9,936 Est. Cost $25.26 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $248 Shares 4,113 Est. Cost $52.07 Unrealized +9.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $247 Shares 1,000 Est. Cost $123.40 Unrealized +68.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $241 Shares 1,200 Est. Cost $103.72 Unrealized +68.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $236 Shares 6,045 Est. Cost $23.68 Unrealized +29.5%
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 0.0%
Value ($000) $233 Shares 6,392 Est. Cost $36.45 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $230 Shares 1,659 Est. Cost $123.78 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $211 Shares 1,835 Est. Cost $102.96 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $207 Shares 800 Est. Cost $234.19 Unrealized -6.1%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $204 Shares 3,724 Est. Cost $55.32 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $201 Shares 1,558 Est. Cost $113.86 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $201 Shares 597 Est. Cost $174.34 Unrealized +89.1%
VTWO VANGUARD SCOTTSDALE RUS2000IDX 0.0%
Value ($000) $197 Shares 2,188 Est. Cost $135.51 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $197 Shares 2,443 Est. Cost $67.88 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $194 Shares 299 Est. Cost $25.56 Unrealized +413.7%
AIVL WISDOMTREE TR US DIVID EX FNCL 0.0%
Value ($000) $191 Shares 1,893 Est. Cost $77.38 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $190 Shares 4,015 Est. Cost $27.79 Unrealized +18.0%
DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 0.0%
Value ($000) $188 Shares 6,477 Est. Cost $27.02 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $186 Shares 835 Est. Cost $134.05 Unrealized
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $170 Shares 5,184 Est. Cost $32.79 Unrealized
GLW CORNING INC 0.0%
Value ($000) $164 Shares 4,400 Est. Cost $33.60 Unrealized -0.8%
PEP PEPSICO INC 0.0%
Value ($000) $162 Shares 930 Est. Cost $97.07 Unrealized +47.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $160 Shares 410 Est. Cost $70.85 Unrealized +503.2%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $151 Shares 880 Est. Cost $80.24 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $151 Shares 52 Est. Cost $50.63 Unrealized +182.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $147 Shares 2,500 Est. Cost $51.24 Unrealized +10.0%
CTVA CORTEVA INC 0.0%
Value ($000) $142 Shares 3,000 Est. Cost $41.91 Unrealized +3.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $141 Shares 1,482 Est. Cost $55.69 Unrealized +37.0%
BED BATH & BEYOND INC 0.0%
Value ($000) $140 Shares 9,600 Est. Cost $17.29 Unrealized
VSGX VANGUARD WORLD FD ESG INTL STK 0.0%
Value ($000) $131 Shares 2,112 Est. Cost $58.44 Unrealized
MGC VANGUARD WORLD FDS MEGA CAP INDEX 0.0%
Value ($000) $130 Shares 775 Est. Cost $105.91 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $130 Shares 660 Est. Cost $54.58 Unrealized +209.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $120 Shares 333 Est. Cost $134.76 Unrealized +150.7%
DFAX DIMENSIONAL ETF TRUST WORLD EX US CORE 0.0%
Value ($000) $119 Shares 4,540 Est. Cost $25.77 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $117 Shares 111 Est. Cost $157.40 Unrealized +113.1%
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value ($000) $116 Shares 361 Est. Cost $321.33 Unrealized
SPEM SPDR INDEX SHS FDS PORTFOLIO EMG MK 0.0%
Value ($000) $116 Shares 2,802 Est. Cost $41.40 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $114 Shares 3,395 Est. Cost $31.63 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $113 Shares 681 Est. Cost $104.55 Unrealized
EFG FLEXSHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $83.00 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $110 Shares 264 Est. Cost $106.59 Unrealized +222.0%
USRT ISHARES TR CRE U S REIT 0.0%
Value ($000) $102 Shares 1,506 Est. Cost $39.14 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $91 Shares 691 Est. Cost $39.31 Unrealized +41.1%
VDE VANGUARD WORLD FDS ENERGY 0.0%
Value ($000) $88 Shares 1,129 Est. Cost $39.70 Unrealized
SPLV INVESCO S&P500 LOW VOL 0.0%
Value ($000) $84 Shares 1,230 Est. Cost $47.55 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $82 Shares 717 Est. Cost $53.70 Unrealized +90.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $78 Shares 354 Est. Cost $154.43 Unrealized +25.9%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $75 Shares 265 Est. Cost $184.54 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $74 Shares 430 Est. Cost $127.89 Unrealized +15.3%
ABBV ABBVIE INC 0.0%
Value ($000) $70 Shares 516 Est. Cost $69.46 Unrealized +46.4%
FSTR FOSTER L B CO 0.0%
Value ($000) $69 Shares 5,000 Est. Cost $17.09 Unrealized -9.7%
LOW LOWES COS INC 0.0%
Value ($000) $67 Shares 258 Est. Cost $217.86 Unrealized +0.9%
DEO DIAGEO PLC 0.0%
Value ($000) $67 Shares 1,230 Est. Cost $54.47 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $66 Shares 612 Est. Cost $62.19 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $66 Shares 300 Est. Cost $59.69 Unrealized +303.6%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $66 Shares 323 Est. Cost $98.88 Unrealized
GSLC GOLDMAN SACH TR EQUITY 0.0%
Value ($000) $64 Shares 677 Est. Cost $56.48 Unrealized
IWP ISHARES TR RUS MD CP GR 0.0%
Value ($000) $61 Shares 526 Est. Cost $115.97 Unrealized
BA BOEING CO 0.0%
Value ($000) $61 Shares 301 Est. Cost $222.27 Unrealized -4.9%
BAC BANK AMER CORP 0.0%
Value ($000) $60 Shares 1,344 Est. Cost $19.33 Unrealized +112.1%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $59 Shares 200 Est. Cost $195.00 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $59 Shares 634 Est. Cost $76.29 Unrealized 0.0%
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $56 Shares 2,558 Est. Cost $19.33 Unrealized +11.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $54 Shares 295 Est. Cost $89.16 Unrealized +83.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $54 Shares 868 Est. Cost $23.56 Unrealized +148.6%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $53 Shares 3,478 Est. Cost $14.61 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $53 Shares 250 Est. Cost $108.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $52 Shares 300 Est. Cost $54.71 Unrealized +184.2%
CE EATON CORP PLC 0.0%
Value ($000) $52 Shares 310 Est. Cost $99.99 Unrealized +51.8%
DOW DOW INC 0.0%
Value ($000) $52 Shares 916 Est. Cost $35.21 Unrealized +27.9%
ESGV VANGUARD WORLD FD ESG US STK 0.0%
Value ($000) $51 Shares 582 Est. Cost $66.89 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $51 Shares 420 Est. Cost $28.57 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $51 Shares 201 Est. Cost $40.84 Unrealized +611.9%
V VISA INC 0.0%
Value ($000) $49 Shares 224 Est. Cost $103.52 Unrealized +101.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $47 Shares 71 Est. Cost $464.84 Unrealized +32.8%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $42 Shares 102 Est. Cost $45.53 Unrealized +919.4%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $42 Shares 143 Est. Cost $80.72 Unrealized +248.3%
VHT VANGUARD WORLD FDS HEALTH CAR 0.0%
Value ($000) $41 Shares 155 Est. Cost $167.74 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $41 Shares 435 Est. Cost $98.85 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $41 Shares 352 Est. Cost $83.04 Unrealized +15.7%
NVS NOVARTIS A G 0.0%
Value ($000) $39 Shares 441 Est. Cost $82.86 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $38 Shares 250 Est. Cost $161.14 Unrealized -6.9%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $38 Shares 857 Est. Cost $44.86 Unrealized
DBEF DBX TR XTRAK MSCI EAFE 0.0%
Value ($000) $37 Shares 930 Est. Cost $28.20 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $36 Shares 369 Est. Cost $68.61 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $23.71 Unrealized +21.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $36 Shares 408 Est. Cost $50.21 Unrealized +47.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $35 Shares 61 Est. Cost $359.30 Unrealized +74.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $35 Shares 170 Est. Cost $98.24 Unrealized +112.7%
BLACKROCK INC 0.0%
Value ($000) $32 Shares 35 Est. Cost $512.29 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $32 Shares 2,078 Est. Cost $13.04 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $32 Shares 1,890 Est. Cost $25.00 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $32 Shares 500 Est. Cost $58.41 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $30 Shares 520 Est. Cost $50.96 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $30 Shares 83 Est. Cost $18.82 Unrealized +249.7%
TAN INVESCO SOLAR 0.0%
Value ($000) $29 Shares 374 Est. Cost $24.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $28 Shares 55 Est. Cost $154.09 Unrealized +174.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $28 Shares 166 Est. Cost $163.04 Unrealized
PEAR THERAPEUTICS INC 0.0%
Value ($000) $28 Shares 4,502 Est. Cost $6.22 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $27 Shares 223 Est. Cost $49.33 Unrealized
EATON VANCE 0.0%
Value ($000) $27 Shares 909 Est. Cost $25.30 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $27 Shares 1,769 Est. Cost $13.89 Unrealized
BLACKROCK MUNIHOLDINGS QUALI 0.0%
Value ($000) $26 Shares 1,554 Est. Cost $16.09 Unrealized
UNILEVER PLC 0.0%
Value ($000) $26 Shares 480 Est. Cost $55.70 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.0%
Value ($000) $25 Shares 307 Est. Cost $80.86 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $25 Shares 579 Est. Cost $37.41 Unrealized -3.3%
INTC INTEL CORP 0.0%
Value ($000) $25 Shares 491 Est. Cost $48.83 Unrealized -3.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $25 Shares 729 Est. Cost $34.29 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $25 Shares 101 Est. Cost $86.99 Unrealized +147.1%
FVD FIRST TR EXCHNG TRADED FD VALUE LINE DIVID IN 0.0%
Value ($000) $24 Shares 559 Est. Cost $32.89 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $24 Shares 270 Est. Cost $52.28 Unrealized +44.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $24 Shares 10 Est. Cost $1933.58 Unrealized +20.6%
FIVE FIVE BELOW INC 0.0%
Value ($000) $24 Shares 118 Est. Cost $39.36 Unrealized +399.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $24 Shares 211 Est. Cost $37.91 Unrealized
VTV VANGUARD INDEX VALUE 0.0%
Value ($000) $24 Shares 162 Est. Cost $111.11 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $23 Shares 93 Est. Cost $185.89 Unrealized +20.2%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $23 Shares 55 Est. Cost $145.60 Unrealized +156.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $23 Shares 591 Est. Cost $35.65 Unrealized +9.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $23 Shares 1,256 Est. Cost $21.59 Unrealized 0.0%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $22 Shares 1,820 Est. Cost $13.74 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $22 Shares 151 Est. Cost $115.85 Unrealized -0.5%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $22 Shares 389 Est. Cost $49.93 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $21 Shares 69 Est. Cost $92.61 Unrealized +200.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $21 Shares 54 Est. Cost $200.65 Unrealized +73.5%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $21 Shares 43 Est. Cost $74.44 Unrealized +571.8%
CANADIAN PAC RY LTD 0.0%
Value ($000) $21 Shares 288 Est. Cost $72.92 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $21 Shares 89 Est. Cost $37.23 Unrealized +612.6%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $20 Shares 500 Est. Cost $32.76 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $20 Shares 107 Est. Cost $187.90 Unrealized +14.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,286 Est. Cost $12.49 Unrealized +4.3%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $19 Shares 42 Est. Cost $179.62 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $19 Shares 92 Est. Cost $127.33 Unrealized +17.8%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $19 Shares 1,213 Est. Cost $14.01 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 199 Est. Cost $62.95 Unrealized -2.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $19 Shares 100 Est. Cost $43.91 Unrealized +265.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $18 Shares 209 Est. Cost $54.61 Unrealized +45.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $42.44 Unrealized +70.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $18 Shares 348 Est. Cost $45.05 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $18 Shares 242 Est. Cost $50.99 Unrealized +27.7%
WMT WAL-MART STORES INC 0.0%
Value ($000) $17 Shares 115 Est. Cost $20.09 Unrealized +124.9%
U S SILICA HLDGS INC 0.0%
Value ($000) $17 Shares 1,800 Est. Cost $25.56 Unrealized
T AT&T INC 0.0%
Value ($000) $17 Shares 710 Est. Cost $15.29 Unrealized -4.1%
CDK GLOBAL INC 0.0%
Value ($000) $17 Shares 412 Est. Cost $55.83 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 260 Est. Cost $44.20 Unrealized +11.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $16 Shares 138 Est. Cost $48.42 Unrealized +111.1%
HDB HDFC BANK LTD 0.0%
Value ($000) $16 Shares 248 Est. Cost $60.48 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $16 Shares 105 Est. Cost $104.18 Unrealized +51.5%
DISCOVER FINL SVCS 0.0%
Value ($000) $15 Shares 129 Est. Cost $57.09 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $15 Shares 1,460 Est. Cost $12.12 Unrealized
HPQ HP INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $9.70 Unrealized +190.5%
VFC V F CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $73.05 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 129 Est. Cost $57.46 Unrealized +86.0%
KMT KENNAMETAL INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $24.51 Unrealized +32.8%
SPSB SPDR SER TR PORTFOLIO SHORT 0.0%
Value ($000) $14 Shares 455 Est. Cost $30.77 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $14 Shares 630 Est. Cost $42.86 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $13 Shares 95 Est. Cost $80.47 Unrealized +50.9%
SHY ISHARES TR 2 3 YR TREAS BD 0.0%
Value ($000) $13 Shares 150 Est. Cost $86.67 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $13 Shares 85 Est. Cost $176.47 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $13 Shares 90 Est. Cost $98.22 Unrealized +24.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $13 Shares 120 Est. Cost $87.10 Unrealized -1.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $13 Shares 254 Est. Cost $28.95 Unrealized +59.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $13 Shares 199 Est. Cost $55.25 Unrealized 0.0%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $11.55 Unrealized -23.8%
FLRN SPDR SER TR BLOMBERG BRC INV 0.0%
Value ($000) $13 Shares 433 Est. Cost $30.48 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $12 Shares 40 Est. Cost $83.99 Unrealized +203.9%
SCHK SCHWAB STRATEGIC TR 1000 INDEX 0.0%
Value ($000) $12 Shares 257 Est. Cost $25.81 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $378.09 Unrealized -32.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $56.98 Unrealized +56.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.35 Unrealized -15.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $11 Shares 220 Est. Cost $44.41 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 142 Est. Cost $66.71 Unrealized -3.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $265.35 Unrealized +29.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 240 Est. Cost $49.24 Unrealized -24.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $9 Shares 43 Est. Cost $116.53 Unrealized +109.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $106.58 Unrealized +160.5%
MARATHON OIL CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
QQQM INVESCO EXCH TRADED FD NASDAQ 100 ETF 0.0%
Value ($000) $8 Shares 47 Est. Cost $138.52 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $8 Shares 128 Est. Cost $42.30 Unrealized +16.3%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $7 Shares 128 Est. Cost $17.13 Unrealized +197.4%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $7 Shares 54 Est. Cost $74.07 Unrealized
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $7 Shares 57 Est. Cost $48.43 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD WATER RES 0.0%
Value ($000) $7 Shares 110 Est. Cost $27.27 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $24.31 Unrealized +113.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $208.84 Unrealized +89.1%
SO SOUTHERN CO 0.0%
Value ($000) $6 Shares 92 Est. Cost $54.72 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $68.34 Unrealized +93.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.96 Unrealized +67.6%
NVCR NOVOCURE LTD 0.0%
Value ($000) $6 Shares 74 Est. Cost $194.53 Unrealized -48.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 64 Est. Cost $47.48 Unrealized +65.2%
SPLUNK INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $47.24 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $110.42 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 34 Est. Cost $92.34 Unrealized +28.5%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $74.62 Unrealized +39.8%
JNK SPDR SER TR BLOOMBERG HIGH Y 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $62.13 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $5 Shares 16 Est. Cost $18.44 Unrealized +48.9%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $5 Shares 75 Est. Cost $66.67 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $11.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 43 Est. Cost $219.38 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $5 Shares 7 Est. Cost $285.71 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $145.63 Unrealized +27.1%
EATON VANCE MUN BD FD 0.0%
Value ($000) $4 Shares 297 Est. Cost $12.29 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $4 Shares 135 Est. Cost $33.20 Unrealized +4.2%
DJP BARCLAYS BANK PLC DJUBS CMDT ETN36 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 Shares 38 Est. Cost $75.37 Unrealized +35.4%
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $49.77 Unrealized +28.4%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $3 Shares 124 Est. Cost $19.19 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $108.08 Unrealized +21.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 56 Est. Cost $49.71 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $55.56 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $3 Shares 47 Est. Cost $48.84 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $337.41 Unrealized +30.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 131 Est. Cost $15.27 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 85 Est. Cost $20.25 Unrealized +2.0%
SICPQ SILVERGATE CAP CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $118.62 Unrealized +44.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $22.75 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $270.58 Unrealized +8.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.02 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $51.97 Unrealized +197.4%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $2 Shares 299 Est. Cost $3.34 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $259.62 Unrealized +12.0%
FLR FLUOR CORP NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.28 Unrealized 0.0%
FHI FEDERATED HERMES INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $26.47 Unrealized +10.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 5 Est. Cost $198.70 Unrealized +35.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $30.81 Unrealized +5.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $138.11 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $26.93 Unrealized +0.1%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $34.53 Unrealized +1.5%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $15.54 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $234.60 Unrealized +31.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $329.77 Unrealized +48.0%
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $11.11 Unrealized +88.8%
CALLON PETE CO DEL 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $90.98 Unrealized +66.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $157.20 Unrealized +29.5%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $53.65 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $12.16 Unrealized -6.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 9 Est. Cost $106.46 Unrealized +17.8%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $151.97 Unrealized -43.7%
FREL FIDELITY COVINGTON TRUST MSCI RL 0.0%
Value ($000) $1 Shares 23 Est. Cost $45.37 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $184.45 Unrealized +11.9%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $13.33 Unrealized -16.6%
PEN PENUMBRA INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $144.42 Unrealized +83.1%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $62.87 Unrealized -48.2%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $30.98 Unrealized +39.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.59 Unrealized -52.8%
ARKF ARK ETF TR FINTECH INNOVA 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.53 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AGEAGLE AERIAL SYS INC NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.22 Unrealized -10.8%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $110.76 Unrealized -45.3%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
GLOBAL X FDS CANNABIS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +61.3%
SUNDIAL GROWERS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
NIKOLA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.48 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.17 Unrealized +29.5%
NIO NIO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.72 Unrealized +28.6%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.83 Unrealized +51.0%
NAKED BRAND GROUP LIMITED 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $22.73 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $39.00 Unrealized -41.8%
FOREST ROAD ACQUISITION COR 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.89 Unrealized +23.5%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.30 Unrealized +68.6%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $99.60 Unrealized +3.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.11 Unrealized 0.0%